Citizens Bank → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need Citizens Bank bank statements in Google Sheets format. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately. BankScan AI handles the conversion — MM/DD, traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section, and all.
How It Works
Upload Citizens Bank PDF
Drop your Citizens Bank statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Citizens Bank's MM/DD, extracts all transactions, outputs Google Sheets (cloud format).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Citizens Bank + Google Sheets + Financial Advisors (IFAs)
- Citizens Bank expertise — Handles MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Citizens Bank to Google Sheets — For Financial Advisors (IFAs)
Handles MM/DD, outputs perfect Google Sheets. Free tier available.
Convert Citizens Bank to Google Sheets Free